OverviewSuggest Edit

Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.

We’ve built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world.
And we’ve brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in our vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people.
This all seems like common sense. Innovation. Transparency. Access to your data. Allowing for greater financial health for all. But it’s far from how things work today.
We’re changing that.

HQMountain View, CA, US
Employee Ratings4.3
Overall CultureA-

Latest Updates

Employees (est.) (Sept 2021)513(+3%)
Job Openings99
Cybersecurity ratingBMore

Key People/Management at Addepar

Joe Lonsdale

Joe Lonsdale

Founder & Executive Chairman of the Board
Eric Poirier

Eric Poirier

Chief Executive Officer
Dan Bayer

Dan Bayer

Chief Service Officer
Mitchell Bompey

Mitchell Bompey

General Counsel
Don Nilsson

Don Nilsson

Chief Product Officer
Ruchir Swarup

Ruchir Swarup

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Addepar Office Locations

Addepar has offices in Mountain View, Chicago, New York and Salt Lake City
Mountain View, CA, US (HQ)
303 Bryant St
Chicago, IL, US
220 N Green St
New York, NY, US
335 Madison Ave #1430
Salt Lake City, UT, US
460 W 50 N #125
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Addepar Financials and Metrics

Summary Metrics

Founding Date


Addepar total Funding

$512.8 m

Addepar latest funding size

$150 m

Time since last funding

3 months ago

Addepar investors

Addepar's latest funding round in June 2021 was reported to be $150 m. In total, Addepar has raised $512.8 m
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Addepar Operating Metrics

Addepar's Customers was reported to be 300 in Apr, 2018.
Dec, 2015Jun, 2017Apr, 2018

Assets Under Management Tracked

300 b650 b


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Human Capital Metrics

Source: github.com
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Addepar Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

Addepar Online and Social Media Presence

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Addepar Company Culture

  • Overall Culture



  • CEO Rating



  • Compensation



  • Diversity



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Addepar News and Updates

Addepar hits assets milestone as financial advisors flock to its digital solutions

Summary List PlacementThe US-based wealthtech now services more than $2.5 trillion in assets, per PR Newswire. Addepar's cloud-based platform provides data aggregation, analytics, and reporting tools to financial institutions (FI) and advisors for tracking and managing their high-net-worth individua…

WealthTech Addepar raises $117M in Series E funding

Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group.

Addepar Appoints Ruchir Swarup as Chief Technology Officer

MOUNTAIN VIEW, Calif., June 17, 2020 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the...

Addepar Introduces Pricing Assurance Program to Support RIAs

MOUNTAIN VIEW, Calif., April 9, 2020 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar's platform during challenging market conditions. The program...

Addepar Surpasses $1.7 Trillion in Assets on its Platform

MOUNTAIN VIEW, Calif., Nov. 21, 2019 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, announced key growth milestones. Assets on Addepar's platform have surpassed $1.7 trillion. Up from $1.3 trillion in December 2018, the company has grown assets on its...

Addepar scores $140 mln Series D

Mountain View, California-based Addepar, an investment management platform for investors and advisers, has raised $140 million in Series D funding. Valor Equity Partners, Harry McPike and 8VC led the round. In addition to the funding, Antonio Gracias, founder, managing partner, and chief investment …
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Addepar Frequently Asked Questions

  • When was Addepar founded?

    Addepar was founded in 2009.

  • Who are Addepar key executives?

    Addepar's key executives are Joe Lonsdale, Eric Poirier and Dan Bayer.

  • How many employees does Addepar have?

    Addepar has 513 employees.

  • Who are Addepar competitors?

    Competitors of Addepar include Interactive Investor, Eze Software Group and Zylo.

  • Where is Addepar headquarters?

    Addepar headquarters is located at 303 Bryant St, Mountain View.

  • Where are Addepar offices?

    Addepar has offices in Mountain View, Chicago, New York and Salt Lake City.

  • How many offices does Addepar have?

    Addepar has 4 offices.